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← L E JONES TUW FOR VARIOUS 3010004

Form 990 for tax year 2025

Filed by L E JONES TUW FOR VARIOUS 3010004.

Totals

Total revenue
$56,619
Total expenses
$34,231
Contributions and grants received
$0
Grants paid
$23,168
Program service revenue
$0
Investment income
$56,619
Other revenue
$0
Total assets, end of year
$486,542
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$486,542
Program services expenses (Part IX)
$23,168
Management and general expenses
$11,063
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 67.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $20,096 · excluded $20,096

  • 7a · Gross sales of assets other than inventory

    securities $49,513

  • 7b · Less cost or other basis and sales expenses

    securities $12,990

  • 7c · Gain or loss

    securities $36,523

  • 7d · Net gain or loss

    total $36,523

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $23,168 · program services $23,168

  • 5 · Compensation of officers, directors and key employees

    total $10,876 · management and general $10,876

  • 24e · All other expenses

    total $187 · management and general $187

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $22,903 · end of year $16,331

  • 11 · Investments: publicly traded securities

    beginning of year $441,686 · end of year $470,211

  • 31 · Retained earnings, endowment or other funds

    beginning of year $464,589 · end of year $486,542

Mission and programs · 2025

Mission

THE DOCUMENT ESTABLISHING THIS TRUST RESTRICTS THE USE OF TRUST ASSETS TO CERTAIN NAMED TAX-EXEMPT ORGANIZATIONS.

  • CASH PAID TO THE UNIVERSITY OF TENNESSEE

    Grants $22,568

  • CASH PAID TO FIRST METHODIST CHURCH OF GATLINHOLSTON METHODIST CHILDREN'S HOME, GATLINBURG PITTMAN HIGH SCHOOL, AND ANNA PORTER PUBLIC LIBRARY.

    Grants $200

  • OTHERS

    Grants $400

As filed on the 2025 return.

Listed in Part VII

  • First Horizon Bank

    TRUSTEE

    Total calculated
    $10,876
    From this org
    $0
    From related orgs
    $0
    Other
    $10,876

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • UNIVERSITY OF TENNESSEE

    $22,568

    TO PROVIDE FINANCIAL SUPPORT FOR THE BUDGETARY NEEDS OF THE UNIVERSITY, FOCUSED IN THE AREA OF PROVIDING SCHOLARSHIPS.

Provenance

Return type
form_990
Tax year
2025
Filed
7 May 2026
IRS schema version
2025v4.1
Source object
202601279349302415

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